Guide
The portal is the customer’s page. Send it when the page is right, not when it is a draft you have not read.
14-day trial. Card on file. If you never add a customer, job, quote, or invoice, we don’t charge.
What you get today
The invoice they should pay is sent, not a draft. A deposit invoice is the deposit, not the whole quote, when the quote says so.
The service report is the visit they had, with the photos you mean them to see.
Warranties you want them to keep are in their documents. A purchase order file stays off the portal.
The link does not expire. Tell them they can come back for the invoice and the next visit. They pay there or on the pay link.
Yes, when you sent the quote. If the quote asks for a deposit, accepting creates that deposit invoice.
On this site
Name, logo, timezone, Gmail. Add a customer. Put a job on the board. That is the first morning.